ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 575 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.98 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $836,511 | +110.7% | 12,274 | +117.9% | 0.75% | +105.7% |
| Q2 2023 | $396,951 | +13.4% | 5,632 | +2.8% | 0.37% | -11.8% |
| Q1 2023 | $350,014 | +6.8% | 5,478 | -2.2% | 0.42% | +42.1% |
| Q4 2022 | $327,829 | +1.5% | 5,604 | +0.2% | 0.29% | -19.3% |
| Q3 2022 | $323,000 | -2.4% | 5,591 | +2.0% | 0.36% | -27.5% |
| Q2 2022 | $331,000 | -64.9% | 5,482 | -55.7% | 0.50% | -20.4% |
| Q1 2022 | $944,000 | +70.7% | 12,364 | +87.0% | 0.63% | +90.0% |
| Q4 2021 | $553,000 | +13.1% | 6,612 | 0.0% | 0.33% | +17.0% |
| Q3 2021 | $489,000 | +7.9% | 6,612 | +6.2% | 0.28% | +11.0% |
| Q2 2021 | $453,000 | +12.7% | 6,225 | +0.9% | 0.25% | +9.5% |
| Q1 2021 | $402,000 | +2.0% | 6,172 | 0.0% | 0.23% | +5.9% |
| Q4 2020 | $394,000 | +10.4% | 6,172 | +300.0% | 0.22% | +7.4% |
| Q3 2020 | $357,000 | +74.1% | 1,543 | +34.5% | 0.20% | +70.0% |
| Q2 2019 | $205,000 | -73.1% | 1,147 | -77.3% | 0.12% | -81.4% |
| Q4 2018 | $762,000 | -6.8% | 5,056 | +9.4% | 0.64% | -19.3% |
| Q3 2018 | $818,000 | +33.0% | 4,621 | +22.1% | 0.80% | +13.8% |
| Q2 2018 | $615,000 | +1.2% | 3,785 | -3.1% | 0.70% | -5.6% |
| Q1 2018 | $608,000 | +26.4% | 3,908 | +23.9% | 0.74% | +22.2% |
| Q4 2017 | $481,000 | -42.9% | 3,154 | -46.3% | 0.61% | -16.6% |
| Q3 2017 | $843,000 | +119.0% | 5,872 | +108.8% | 0.73% | +40.4% |
| Q2 2017 | $385,000 | +23.4% | 2,812 | +18.5% | 0.52% | +1.0% |
| Q1 2017 | $312,000 | -10.9% | 2,372 | -22.9% | 0.52% | +48.0% |
| Q2 2016 | $350,000 | +21.5% | 3,075 | +23.5% | 0.35% | +4.8% |
| Q1 2016 | $288,000 | -64.9% | 2,490 | -64.9% | 0.33% | -63.7% |
| Q4 2015 | $821,000 | +123.1% | 7,086 | +119.0% | 0.91% | +95.3% |
| Q2 2015 | $368,000 | -82.2% | 3,235 | -82.2% | 0.47% | -80.2% |
| Q1 2015 | $2,069,000 | -69.0% | 18,157 | -69.7% | 2.36% | -71.8% |
| Q4 2014 | $6,670,000 | – | 59,886 | – | 8.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |